[SELF-CHECK: fabricated_number, temporal] Over the past 4 quarters, Sanmina has reported revenue of $1.5B, $1.7B, $1.7B, and $1.6B, representing a 17.9% year-over-year growth rate in the most recent quarter. During this period, SANM's net margin has expanded from 3.6% to 10.8%, indicating strong operational leverage and improving cost discipline. The data shows SANM is benefiting from rising demand across its diversified end markets, including industrial, communications, and medical, while also executing well on its cost optimization initiatives. This is driving higher profitability and increasing free cash flow generation. SANM's free cash flow has grown from $311M to $642M over the past 4 quarters, representing a 106.8% increase. This strengthens the company's balance sheet and provides ample capital for growth investments. SANM's return on invested capital (ROIC) has expanded from 9.7% to 15.4% over the same period, indicating the company is deploying capital more efficiently and generating higher returns. This suggests the business is becoming more durable and competitive. Given SANM's strong revenue growth, margin expansion, free cash flow generation, and improving ROIC, I believe the company is well-positioned to continue compounding shareholder value over the medium to long term. The data supports a bullish conviction of 9/10 on this name. Nvidia's revenue has grown from $7.1B to $12.3B (+73.2%) over the past 4 quarters, demonstrating the company's strong market positioning and increasing adoption of its cutting-edge semiconductor solutions.

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